From the Desk of Anthony Pompliano

The Great Rotation Is CRUSHING Software and Bitcoin


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What if I told you the aggressive sell-off in software stocks and Bitcoin is correlated? Over the past few months, it 100% is. We're seeing 40-50 percent sell-offs in both. We know growing AI capabilities are re-rating software, but why is Bitcoin getting dragged down with it? There's a surprising link, and most investors haven't caught on yet. That's what I'm revealing on today's show!


0:00 Intro

0:32 Software stock sell-off explained

3:25 Why is Bitcoin suddenly correlated with software?

7:59 Interview with Nick Shirley about uncovering government fraud


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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: 

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From the Desk of Anthony PomplianoBy Anthony Pompliano